From My Shortcuts click Sales Orders.
If the Customer Id is already known, type it into the Customer* field then press your <Tab> key.
Click , then File Imports then Basic csv File.
Required format of the Basic CSV Import file
The Basic CSV Import fie requires the following format to import successfully:
File Format - The file is a comma delimited CSV file
Header Details - There is no header row explaining the columns within the file.
To import Product information:
To import delivery details information:
Click Choose File. A file explorer window will open on your local computer. Navigate to the relevant commercial file and open it.
Once processed, the Import Status dialog window opens detailing how many product lines were successfully imported, the number of lines imported & the number of errors encountered. Click Close.
Click the icon underneath the button to view any unresolved product lines.
To create a special code for a Product, click the Create Special checkbox for the appropriate product line. Then:
Repeat steps 1 - 5 as required for additional product lines.
To match a particular product line to a different Product, click the relevant Product No. value and update it as required.
To remove a particular product line because it is not needed for the quote, click theicon for the relevant row.
|12||Repeat steps 9 - 11 as required then click Apply & Close when finished. The relevant products will now be brought through into the quote and sorted according to their Usage.|
Note that to use any of the actions available at the top right of the SO screen, all product lines must be resolved.
For further detailed information, refer to: Importing Basic CSV files